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PODCAST

The Six Five with Patrick Moorhead and Daniel Newman

Patrick Moorhead and Daniel Newman

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry"s biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

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All Episodes

01:07:04

The Six Five Pod | EP 270: Silicon Strategies:...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/08/04

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech news and earnings reports. They discuss Intel's foundry strategy, NVIDIA's chip sales to China, and recent earnings from major tech companies like Amazon, Microsoft, Meta, and Apple. Get their analysis of market trends, geopolitical factors affecting the tech sector, and the competitive landscape among industry giants. This week’s handpicked topics include: Discussion of the EU's 40 billion

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57:04

EP 269: From D.C. to Silicon Valley: Navigating the...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/07/28

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: Trump aims to get rid of AI regulations in a push to win the AI race (The Decode) https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race Pat speaks on Winning the AI Race Event and “Trump’s AI Roadmap” (The Decode)

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01:02:16

The Six Five Pod | EP 268: The Fed, Inflation, and...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/07/21

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: NVIDIA & AMD get greenlight to sell & ship chips to China (The Decode) https://www.cnn.com/2025/07/15/business/NVIDIA-resume-h20-chip-sales-to-china-intl-hnk https://x.com/danielnewmanUV/status/1945509802211254661 https://x.com/PatrickMoorhead/status/1945089356022096361

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50:39

EP 267: Get the Decode on Grok 4, Galaxy Folds, AI...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/07/14

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: X and xAI News https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/ https://x.com/patrickmoorhead/status/1943342069235245421?s=46&t=YiEHo6jc4-PozRf_efr9PA https://www.npr.org/2025/07/09/nx-s1-5462609/grok-elon-musk-antisemitic-racist-content

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01:08:48

EP 266: Tech Giants' Chess Moves - From Meta's Hiring...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/07/07

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: Amazon’s 1 million robot milestone https://www.aboutamazon.com/news/operations/amazon-million-robots-ai-foundation-model AI job losses and economic impacts https://techcrunch.com/2025/06/27/as-job-losses-loom-anthropic-launches-program-to-track-ais-economic-fallout/

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01:01:36

EP 265: Will AI Take Your Job? Plus Intel’s Quiet...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/06/30

Could AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week’s handpicked

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54:41

EP 264: Breaking Up and Making Up: Feuds, Forecasts &...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/06/09

The girls are fighting! From Microsoft's reorganization signaling the potential end of SaaS, the (un)surprising public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance, Pat and Dan cover it all! The handpicked topics for this week are: Breaking News and Market Trends: Discussion of Microsoft's reorganization and its implications for SaaS. Analysis of the Trump-Elon Musk public feud. Broadcom's new chip and its impact on AI infrastructure. Market

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01:10:38

EP 263: NVIDIA’s Big Week, The iPhone Made in America...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/06/02

It’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week's most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce's strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include: NVIDIA Earnings Analysis: Breakdown of NVIDIA's strong quarterly performance despite trade restrictions with China

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01:10:34

EP 262: AI Acceleration: Cisco's Jeetu Patel on...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/05/26

In this episode, Daniel Newman and Patrick Moorhead sit down with Jeetu Patel, President and Chief Product Officer at Cisco, to explore the transformative impact of AI on technology and business. Jeetu shares insights into Cisco's strategic focus on infrastructure, security, and partnerships to drive AI innovation. The handpicked topics for this week are: AI and Industry Transformation: Discussion on the seismic shift in technology driven by AI with special guest: Cisco’s Jeetu Patel. Cisco's

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48:10

EP 261: AI's Global Surge: From Middle East Deals to...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/05/19

Join your favorite hosts, Patrick Moorhead and Daniel Newman, as they unpack the week's most significant tech headlines. From surprising developments in the Middle East to groundbreaking announcements in data center technology and the electrifying buzz around AI, they leave no stone unturned. The handpicked topics for this week are: Middle East Tech Investments and Partnerships: Major tech companies' involvement with Gulf countries and the significance of Western technology expansion in the

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57:19

EP 260: The AI Chip Race and the Trade Deal Gamble:...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/05/12

This week on The Six Five Podcast, Patrick Moorhead and Daniel Newman are back from their travels and diving headfirst into the whirlwind of tech news! From big tech earnings and deepening trade tensions to the evolution of enterprise AI, SaaS disruption, and the shifting role of software agents, the duo breaks down what’s driving transformation across the tech landscape. The handpicked topics for this week are: Market and Economic Updates: Discussion of the first trade deal between the UK and

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52:23

EP 259: Tech Titans Under Scrutiny: Antitrust, AI,...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/05/05

Tough times for tech as Apple AND Google face legal woes. This week on The Six Five Pod, Patrick Moorhead and Daniel Newman dissect the major developments shaping the tech landscape: From the DOJ's challenge to Google Chrome’s search dominance and Apple's legal battles over its app store policies. Get the expert breakdown on the implications for consumers and the future of these tech behemoths. The handpicked topics for this week are: Google's Legal Challenges and Antitrust Issues: Discussion

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44:32

EP 258: From Intel's Altera Sale to HPE's Elliot...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/04/21

Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are: Tariff and Trade Policy Whipsaw: Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions. Intel's Strategic Moves: The podcast covers

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54:43

EP 257: Google Cloud Next, Tariff Tango, and the...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/04/14

"Is this Armageddon or just another Monday morning?" That's the question on everyone's mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what's really happening. This week, they explore a handpicked selection of topics that go straight to the heart of the matter, including: Google Cloud Next & Enterprise AI: A look at Google Cloud's announcements from Next

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52:11

EP 256: Wall Street Meltdowns, Intel Vision, Tech...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/04/07

Is this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are: Microsoft Copilot Consumer Announcements: A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user

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47:58

EP 255: From Intel to Innovation: Pat Gelsinger's New...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/03/31

From OpenAI’s $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week's biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won't hear anywhere else. The handpicked topics for this week are: AI Model Mania: From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry. The OpenAI Valuation

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57:18

EP 254: Unpacking GTC: Nvidia's AI Dominance and the...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/03/24

Hosts Patrick Moorhead and Daniel Newman are back on Episode 254 of The Six Five Pod. They discuss the tech news stories that made headlines this week, with key takeaways from the NVIDIA GTC conference, macroeconomic signals in big tech, and more. The handpicked topics for this week include: NVIDIA's GTC 2025: Taking AI beyond the hype, Jensen Huang's vision for enterprise AI is promising. The rapidly expanding hardware pipeline is setting the stage for a dramatic market shift. But can these

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42:46

Ep. 253: Navigating Market Volatility: Tech Moves and...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/03/17

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: ServiceNow's major acquisition of Moveworks https://www.reuters.com/technology/servicenow-buy-ai-firm-moveworks-29-billion-tap-new-customers-2025-03-10/ Intel's new CEO: Lip-Bu Tan takes charge https://x.com/danielnewmanUV/status/1899153069470011865 https://x.com/PatrickMoorhead/status/1900229243524833302

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52:54

Ep. 252: We are Live! Talking MWC, Salesforce,...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/03/07

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: MWC

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48:20

Ep. 250: We are Live! Talking Lenovo, Intel & TSMC &...

The Six Five with Patrick Moorhead and Daniel Newman ·

2025/02/21

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

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